Automate Justdial Lead Capture into Salesforce with Pabbly Connect

Learn how to automate Justdial lead capture into Salesforce using Pabbly Connect with this detailed step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Justdial lead capture into Salesforce, the first step is accessing Pabbly Connect. Visit the Pabbly website by typing Pabbly.com in your browser. If you are a new user, click on ‘Sign up for free’ to create an account, which provides you with 100 free tasks monthly. Existing users should click on ‘Sign in’.

Once logged in, navigate to the Pabbly apps page, where you will find various applications. Click on Pabbly Connect to access the dashboard. From here, you can manage your workflows and folders. To create a new workflow, click on ‘Create Workflow’ and select the new beta workflow builder for a modern experience.

2. Creating a Workflow to Capture Leads

After accessing Pabbly Connect, you need to create a workflow for capturing leads from Justdial into Salesforce. Click on ‘Create Workflow’ and name it ‘Automate Justdial Leads Capture into Salesforce’. Select the folder where you want to save this workflow and click ‘Create’. This initiates your automation setup.

• Select Justdial as the trigger application.
• Choose ‘New Leads’ as the trigger event.
• Click on ‘Connect’ to establish a connection.

In this step, a webhook URL will be provided by Pabbly Connect. This URL acts as a bridge between Justdial and Pabbly Connect. You will need to configure this webhook in your Justdial account by sending it to your account manager, as the Justdial portal does not allow direct input of webhook URLs.

3. Capturing Leads from Justdial

Once the webhook is set up, return to Pabbly Connect and click on ‘Capture Webhook Response’. This action allows you to receive lead details from Justdial. The system will wait for the webhook response, which indicates that your connection is functioning correctly.

After capturing the response, you should see the lead details such as phone number, name, and email address. This confirms that the integration between Justdial and Pabbly Connect is successful. Once you receive the lead information, you can proceed to the next step of adding this lead to Salesforce.

4. Adding Leads to Salesforce

With the lead details captured, the next step is to add these leads to your Salesforce account through Pabbly Connect. Click on ‘Add New Action Step’ and select Salesforce as the action application. Choose ‘Create Lead’ as the action event and click on ‘Connect’. If you don’t have an existing connection, create a new one by logging into your Salesforce account and granting permission.

• Map the lead details from Justdial to Salesforce fields.
• Ensure to enter required fields like first name, last name, and email address.
• Click ‘Save and Send Test Request’ to complete the setup.

After saving and testing the connection, check your Salesforce account to confirm that the lead has been created successfully. This process demonstrates how Pabbly Connect facilitates the seamless transfer of lead data from Justdial to Salesforce.

5. Summary of the Automation Process

In this tutorial, we have successfully automated the process of capturing leads from Justdial and adding them to Salesforce using Pabbly Connect. The workflow began with setting up the trigger from Justdial, followed by capturing lead details via the webhook, and finally pushing these leads to Salesforce.

This integration eliminates manual data entry, ensuring that your leads are captured efficiently and accurately. By leveraging Pabbly Connect, you can streamline your lead management process, allowing you to focus on converting leads into customers.

Conclusion

In conclusion, automating Justdial lead capture into Salesforce using Pabbly Connect simplifies your workflow and enhances efficiency. By following the steps outlined, you can ensure that every lead is captured and transferred without manual intervention, maximizing your productivity.